ALAB

Everything Filings Intel has said about ALAB across all issues.

• 13F-HR · 2026-05-18 Issue 7 · bullish
  Atreides Management (Baker) — book -39% to $5.0B; NVDA -77%, MSFT EXITED, QQQ -60%; Astera +109% to $369M (largest stock position), Credo NEW $102M

• Marvell — data center is 76% of the company now, but our >35% bar missed Issue 9
  Alongside: MRVLAVGOCRDO
• Baker shrank his book 39% and pivoted into AI connectivity ICs Issue 7
  Alongside: CRDOZMPANWVST